DOSSIER · UPDATED 18 JUN 2026

EP Wealth Advisors

EP Wealth Advisors, LLC operates as an investment advisory company. The Company offers investment management, financial and tax planning, estate and retirement solutions, and wealth advisory services. EP Wealth Advisors serves customers in…

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Founded: 2004
Headcount: 263
Open roles: 0
Last raised: —

SECTION I · THE BRIEF

Inside EP Wealth Advisors

Brief #47007Updated 18 JUN 2026TORRANCEFINANCIAL TECHNOLOGY COMPANIES

Employbl Dossier

EP Wealth Advisors

Founded: 2004
Headcount: 263
Open roles: 0
Last raised: —

Section II · Premium ProfileMembers only

01Engineering interview process at EP Wealth AdvisorsLocked
02Tech stack & infrastructure choicesLocked
03Culture & day-to-day work styleLocked
04Why join now vs. 6 months from nowLocked
05Hiring focus & open headcount by teamLocked
06Comp philosophy and band contextLocked

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LEADERSHIP

Founders & key people

Derek Holman

Leadership at EP Wealth Advisors

EP Wealth AdvisorsCalifornia Polytechnic State University (Cal Poly)

OPEN ROLES

Hiring at EP Wealth Advisors

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